Client-Focused Financial Services Rep II

CIBC; Calgary; On-site; CAD 45,000 - 65,000; Full time

Job summary

CIBC in Calgary is seeking a Financial Services Representative II to join the Personal and Business Banking team. You’ll build client relationships, understand goals, and tailor solutions to help their financial success.

You’ll work in a fast-paced banking centre, with flexibility to travel between centres and some evenings/weekends. On-site full-time, with a focus on delivering exceptional client experience.

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Asset if you have prior banking experience in a similar capacity.
• Certified professional with current Mutual Funds License (CSC or IFIC).

Responsibilities

• Client engagement: meet with clients to understand priorities, advise on solutions, and provide a forward-looking financial plan.
• Relationship building: engage in marketing/outreach to grow network and deepen relationships across teams.
• Leveraging technology: introduce clients to mobile banking apps to manage banking needs.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Canadian Securities Course (CSC)

Investment Funds In Canada (IFIC)

Job description

CIBC in Calgary is seeking a Financial Services Representative II to join the Personal and Business Banking team. You’ll build client relationships, understand goals, and tailor solutions to help their financial success.

You’ll work in a fast-paced banking centre, with flexibility to travel between centres and some evenings/weekends. On-site full-time, with a focus on delivering exceptional client experience.